Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Tannery is a financial advisor registered with Independent Financial Group, LLC. Michael has been in the financial services industry since 1988. Michael has a broad range of experience serving clients, including individuals, corporations, and charitable organizations. Michael is also a licensed insurance agent offering various insurance products in Texas. Michael is committed to providing clients with personalized financial planning, investment management, and insurance advice to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
06/12/2013 - Present
Independent Financial Group, LLC (RICHARDSON TX)
TX
12/03/2001 - 06/13/2013
LPL FINANCIAL LLC (RICHARDSON TX)
NY
09/17/1998 - 12/13/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/06/1992 - 09/10/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
08/14/1986 - 02/01/1991
EQUISOURCE SECURITIES CORPORATION
IA
Issued 02/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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